Dan is a Financial Advisor and Senior Qualified Plan Consultant with Baird. Dan specializes in defined contribution retirement plans and high net worth clientele. His expertise is in plan management, portfolio management, defining plan costs, plan design, employee education, DOL initiatives, and fiduciary liability topics. He is instrumental in providing on-site, one- on-one financial planning to plan employees, executives and wealth management clientele.
Dan joined the Marshall-Amato-Buxton group in 2008 after beginning his career in financial services with Merrill Lynch. He was named to the Financial Times 401 Top Retirement Plan Advisors in 2019. Published October 10, 2019. Rankings as of December 31, 2018. In 2014, he was named a National Association of Plan Advisors (NAPA) "Top 50 Plan Advisors under 40." Listing as of Summer of 2014.
Dan received his Bachelor of Science in Business Administration with a concentration in Marketing from Oregon State University. He also earned the Chartered Retirement Plan Specialist (CRPS®) designation in 2011 and the Qualified Plan Financial Consultant (QPFC) credential in 2012. Dan also holds the Certified Health Savings Advisor (CHSA@) designation.
Dan enjoys spending time with his wife Lauren, daughter, Daphne and son, Ren. He also serves as a board member for the March of Dimes and is a member of the National Association of Plan Advisors and the Retirement Advisor Council. In his spare time, Dan enjoys family vacations, charting stocks, and attending live sporting events.